Balance Forward: Lists invoices, payments, and the current balance for a specific date range.

Open Item: Lists all unpaid invoices from a specific start date to the present.

Transaction Statement: Lists all transactions recorded within a specific date range.

Go to Settings ⚙, then select Account and settings.

Select the Sales tab.

In the Statements section, adjust the settings to list transactions on a single line or include detailed finance charges.

Select Save, then Done.

Go to All apps , then Customer Hub, then Customers & leads (Take me there).

Select the checkbox next to each customer you want to receive a statement.

Select the Batch action ▼ dropdown, then select Statement.

In the Statement Type dropdown, select Balance Forward, Open Item, or Transaction Statement.

Set the Statement Date, Start Date, and End Date. Note: If a customer has no activity matching the criteria within this date range, QuickBooks will not generate a statement for them.

Verify the email addresses in the Customer Email field.

Select Save and send.

Review the preview window, then select Send.

Go to All apps , then Customer Hub, then Customers & leads (Take me there).

Select the customer name to open their profile.

Select the Statements tab.

Select the Date ▼ dropdown to filter the list.

Locate the specific statement and perform one of the following actions:

Manage outstanding balances for customers and vendors in QuickBooks Online

Use the bill parent customer option on invoices in QuickBooks Online